Course Specifications

Course Number:

CRT001

Course Length:

2 Days

Course Description

Overview:

Training course for Certent CDM is designed to teach accounting professionals to create, manage, and administer financial reports (both internal and external) and workflows. Through a series of lectures and hands-on exercises, participants will create and generate a report and configure the CDM application. Dashboards, Views, and yearly rollover are also covered.

This course in recommended for individuals who have a strong understanding of Microsoft Office, who need to create, manage, and administer financial reports and workflows that are created with CDM. It is also considered a base for the individuals that are using CDM for XBRL, COREP/FINREP, and Solvecy II reporting.

Course Objective:

Upon successful completion of this course, you will be able to leverage the power of CDM to efficiently and effectively create your financial reports with significant amount of automation and low maintenance, giving you more time for review of your reports rather than the creation.

You will:

• Create new reports
• Create Sections and objects
• Perform additional configurations
• Use variables and validations
• Create data connections
• Create and administer workflows
• Analyze reports using Views
• Perform Rollovers
• Administer Security